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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,028 hedge funds and large institutions have $8.64B invested in SPDR S&P Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 403 increasing their positions, 274 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
+38
Holders Change %
+3.84%
% of All Funds
16.27%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.78%
New
90
Increased
403
Reduced
274
Closed
41
Calls
$6.79M
Puts
$3.82M
Net Calls
+$2.97M
Net Calls Change
-$3.29M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$168M
2
RBA
Richard Bernstein Advisors
New York
+$88.6M
3
Morgan Stanley
Morgan Stanley
New York
+$59.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$43.3M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$23.1M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$75.4M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$36.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$33.6M
4
HNB
Huntington National Bank
Ohio
-$23.5M
5
EWMCB
EisnerAmper Wealth Management Corporate Benefits
New Jersey
-$9.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFAG
326
Wescott Financial Advisory Group
Pennsylvania
$1.64M +$1.64M +12,787 New
Comerica Bank
327
Comerica Bank
Texas
$1.63M -$67.5K -510 -4%
FHB
328
First Hawaiian Bank
Hawaii
$1.62M -$5.17M -40,360 -76%
VAG
329
VisionPoint Advisory Group
Texas
$1.61M +$576K +4,682 +56%
SFPG
330
Stonebridge Financial Planning Group
Florida
$1.61M -$10.4K -81 -0.6%
FMN
331
Financial Management Network
California
$1.6M -$224K -1,737 -12%
MF
332
Meridian Financial
Massachusetts
$1.57M +$1.28K +10 +0.1%
ASN
333
Advisory Services Network
Georgia
$1.56M +$305K +2,380 +24%
AL
334
Aspiriant LLC
California
$1.56M +$10.2K +80 +0.7%
VA
335
Valmark Advisers
Ohio
$1.54M +$5.51K +43 +0.4%
BFG
336
Bouchey Financial Group
New York
$1.54M -$1.54K -12 -0.1%
PWP
337
Pursue Wealth Partners
California
$1.53M – – –
MCC
338
Money Concepts Capital
Florida
$1.53M +$1.17M +9,121 +326%
TCM
339
Tufton Capital Management
Maryland
$1.52M -$106K -825 -7%
ASFA
340
All Season Financial Advisors
Colorado
$1.52M +$1.54K +12 +0.1%
TF
341
TIAA FSB
Florida
$1.5M -$142K -1,111 -9%
DCM
342
Donaldson Capital Management
Indiana
$1.48M +$283K +2,206 +24%
DWMG
343
DB Wealth Management Group
California
$1.48M +$2.05K +16 +0.1%
TRCT
344
Tower Research Capital (TRC)
New York
$1.48M +$1.47M +11,446 +16,588%
RVPG
345
Relative Value Partners Group
$1.47M – – –
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$1.46M -$106K -831 -7%
CWM
347
Centric Wealth Management
Illinois
$1.46M +$1.46M +11,356 New
RMAM
348
Raab & Moskowitz Asset Management
New Jersey
$1.45M -$181K -1,412 -11%
HF
349
Halpern Financial
Virginia
$1.45M +$1.45M +11,303 New
Lido Advisors
350
Lido Advisors
California
$1.45M +$31K +242 +2%
12 13
14
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